AI Consulting Knowledge Search Agent

How Cassidy automates using AI

Step 1: Connect and sync firm knowledge sources

Cassidy's Knowledge Base integrates with SharePoint, Google Drive, Confluence, Box, and CRM systems, continuously syncing slide libraries, proposals, case studies, and research with delta updates and metadata enrichment.

Step 2: Trigger on consultant query or RFP intake

The Workflow activates when a consultant asks a question in Slack, Teams, or the browser—or when a new RFP arrives via email, automatically parsing requirements and evaluation criteria.

Step 3: Retrieve with security-trimmed hybrid search

Cassidy applies the consultant's entitlements and matter codes, then runs hybrid retrieval across indexed chunks—combining vector search with filters for practice area, industry, recency, and sensitivity.

Step 4: Generate RAG-powered answers with citations

The Agent synthesizes responses grounded strictly in retrieved content, citing specific slides, sections, and documents with permalinks. Guardrails prevent hallucination and mask sensitive client names unless permitted.

Step 5: Assemble proposals and credential decks

For RFx responses, Cassidy auto-pulls relevant case studies, bios, methodologies, and boilerplate, generating draft SoW sections and credential matrices mapped to the brief—exported to firm templates in PowerPoint or Word.

Step 6: Human-in-the-Loop review and approval

Before external delivery, the Workflow routes outputs to designated reviewers for factuality checks and compliance validation, logging the approval trail for auditability.

Step 7: Capture feedback and improve retrieval

Consultant ratings and reformulation suggestions feed back into the system, tuning retriever filters, chunk sizes, and reranking signals for continuous improvement.